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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-02-11 |
Branch Locations
12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States
1013 Centre Road, Suite 102, Wilmington, DE 19805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mount Joy | PA | 05/2023 | 09/2023 |
| Northwest Bank | Mount Joy | PA | 05/2023 | 09/2023 |
| Financial Growth Partners | Remote | MD | 11/2022 | 02/2023 |
| Sodel Concepts | Rehoboth | DE | 03/2020 | 02/2023 |
| Champs Downtown | State College | PA | 09/2018 | 04/2021 |
| Two Stones Pub | Jennserville | PA | 09/2016 | 05/2017 |
| Pennsylvania State University | State College | PA | 08/2017 | 05/2021 |
| Oxford Area High School | Oxford | PA | 08/2013 | 08/2017 |
| Citizens Securities, Inc | Westwood | MA | 09/2023 | 01/2026 |
| Citizens Securities, Inc | Lewes | DE | 09/2023 | 01/2026 |
| Janney Montgomery Scott Llc | Lewes | DE | 01/2026 | Present |
Mills Sport Horses, Millsboro, DE. Owner/Trainer (06/2024) - buy, train, and lease/resale horses. Compensated, not investment related, 90 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-13 |
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